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20130318
20130326
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's a real big play. i'd love to know how citi holdings is doing in this rising environment. >> there's a lot to like. i like citi here and there you have the opening bell here. visa celebrating five years of trading on the nyse and at the nasdaq, the academy of nutrition and dietetics celebrating national nutrition month. >> by the way, speaking of banks and refinancing, the american consumer continues to refinance their household debt either through a refi of their actual home or taking out another credit card with a zero balance or low-balance offer and transferring the balance. visa was a $69 stock two years ago and it's opening today at about $159, right? >> look at that gain. in a market where people are still weak and we still have a tough consumer. >> remember, big international play. >> yes. much more so than ma. >> and it's just a very well-run company. >> a lot of american guys who have been good and have also been run by a foreign individual, and i don't mean to be phonetic, but this is a big worldwide company. >> i changed banks recently because my bank ceased banking so i got a
's really challenging environment right now. what we're seeing is the retail economy is not doing that well. so fedex is having a tough go in the near term. it sounds like we'll get more aircraft retardants out of the fleet. that will be good for the cost structure. traffic up 20% this quarter. the ground business was up 10%. so doing very well if we can shrink the air fleet it becomes a much better story. >> you can shrink the air fleet, brandon, but it will have to contend with the fact that consumers, and fedex and ups talked about this in january. consumers are choosing cheaper ways to ship. they're willing to let things ship over a longer period of time. maybe longer in terms of the type of air they choose. and so i'm wondering if they're doing enough to combat the secular change in the business. >> well, that's a real criticism levied against the company. they have a really big ground work. and i think investors have excited about that. but we need a lot of aircraft for overnight dplifrry. be it domestically or from china. so i think investors are looking for them to get aggressive on
this morning, this shows incremental softness in i.t. spending environment. that's weighing on all tech names. ibm is down 1.25%. that's a huge weight on s&p 500 at this hour. a lots of them we are watching in the tech sector. s.a.p. down 2.5%. crm down 1%. it is taking everything down at this point. >> oracle was bad. can't mince words about it. >> was oracle being bad a sign of what's bad in overall tech spending or was oracle bad more of a sign of what's bad at oracle? or both? >> it is a big government provider. dell is, too. that's hurt dell. this was sloppy execution. deliver, deliver, deliver. are they losing share in the cloud? clearly. they won too many nine-figure deals. at the same time the market says i want to buy that weakness. why is lululemon up? they want to buy that weak fles. looking for caterpillar to bottom today. onshore drillers, one of the weakest markets, he should buy those. things come down, people just want to buy them. >> do you agree with this 1% move on lululemon today? >> that it is up? no. i don't like lululemon. talk about bad execution. they've just been ter
in an environment that can be only described as alice in wonder land, how does the fed managing interest rates play into the interpretation of your survey. or does it at all in your opinion? >> well, i'm not sure if they do look at our survey or not. the reading i would take away is more and more are of the view they may start tweaking with the bond buying program. >> now from my perspective. let me make an assumption. let me say in my opinion i don't think they're going to pull back in a big way any time soon from some of these programs. so i guess the question i'm going to ask you this, is the bearish news showing up in con treat terms, not just opinion in your survey, should the interest rates remain tame and they actually have been dropping, what you are saying is that this could be a contrary indicator that's big out there. it can create a spiral where they need to run in and buy futures if rates start to drop. could that not be true as well? >> well, rick, i think you're right in thinking that is a possibility. we don't know for issue if this is a contrary reader or not. if you have reasons t
it into this social environment where you're users are engaging with the content. >> and then there's bill simmons, one of the star pundits of espn, doing live webcasts on youtube with friends. you get to hear his thoughts on the game in realtime. espn didn't sell ads, admitting this is a test run. they've committed zero dollars to ncaa rights and it's a low cost production. easy money. >> that is a business model right there. >>> a lot more still to come. tweet time. could texas be getting ready to hoard some gold? lawmaker wanting them to allow the state and texans to store gold at its own facility with protection of the state. if passed, texas would be the first state to have its own ft. knox, essentially, allow ting it to be protected by the tenth andment. if your home state could make its own protected depository for anything, what would it be and why? tweet us at squawk street and we'll get you responses in the next hour. >> in the meantime, interrupt. i believe we know why the markets have turned south. the head of the eurozone group, what we've seen in cyprus is now a template for future b
Search Results 0 to 4 of about 5